Asia Pacific Sustainability
This strategy aims to deliver long-term capital growth by investing in companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan.
- Overview
- Portfolio Explorer
Originally launched in December 2005, this equity-only strategy aims to deliver long-term capital growth by investing in between 30 to 60 companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan. As with all of our strategies, we are looking for businesses that are well positioned to contribute to, and benefit from, sustainable development.
Strategy highlights: a focus on quality and sustainability
- Companies must contribute to sustainable development and make a net-positive impact to a more sustainable future. Portfolio Explorer >
- We invest in high-quality companies with exceptional cultures, strong franchises and resilient financials. How we pick companies >
- We avoid companies linked to harmful activities and engage and vote for positive change. Our position on harmful products >
- Our approach is long-term, bottom-up, high conviction and benchmark agnostic
- We focus on capital preservation as well as capital growth – we define risk as the permanent loss of client capital
Annualised composite performance – USD – net of fees
| Annualised return (%) | Since launch* | 10 years | 7 years | 5 years | 3 years | 1 year |
|---|---|---|---|---|---|---|
| Strategy | 10.3 | 8.0 | 8.7 | 6.7 | 17.1 | -1.2 |
| MSCI AC Asia ex Japan Index | 5.9 | 4.4 | 6.1 | 0.4 | 7.3 | -8.5 |
| Relative (arithmetic) | 4.3 | 3.6 | 2.6 | 6.3 | 9.8 | 7.3 |
* February 1, 2006, annual management fee 0.85%
